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Berman McAleer’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Berman McAleer’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$960K Sell
16,652
-1,750
-10% -$93.4K 0.11% 67
2026
Q1 		$889K Sell
18,402
-1,500
-8% -$74.3K 0.12% 65
2025
Q4 		$933K Buy
19,902
+1,002
+5% +$46.7K 0.13% 61
2025
Q3 		$875K Buy
+18,900
New +$847K 0.12% 61

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Berman McAleer's SPSM Position: Q2 2026 in Review

Berman McAleer reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 9.5% in Q2 2026, selling an estimated $93.4K and leaving 16,652 shares worth $960K. The position accounts for 0.11% of the portfolio, ranked #67.

Berman McAleer first reported a position in SPSM in Q3 2025 and has held it in 4 quarters since. 1,041 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

  • Berman McAleer held 16,652 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $960K as of Q2 2026.
  • Berman McAleer sold 1,750 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $93.4K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.11% of Berman McAleer's portfolio in Q2 2026, its #67 holding.
  • Berman McAleer first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,041 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.